IWLG NYLIM ACTIVE ETF TR

CMN (fund)

7 managers (7 13F filers) reported a position in IWLG shares at 2024-12-31, 1,984,068 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers: 7
13F filers: 7
New: 3
Added: 2
Reduced: 0
Sold out: 1
Shares held by filers: 1,984,068

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
New York Life Investment Management LLCin group New York Life Investment Mana…	1,806,533	$85.3M	0.83%	+466,937	13F-HR Timeline Group
Kesler, Norman & Wride, LLC	96,472	$4.56M	0.98%	new	13F-HR Timeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC	63,543	$3M	0.05%	+1,906	13F-HR Timeline Group
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC	10,330	$488K	<0.01%	0	13F-HR Timeline Group
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC	7,163	$338K	<0.01%	new	13F-HR Timeline Group
UBS Group AGin group UBS Group AG	27	$1.28K	<0.01%	new	13F-HR Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0	0%	0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.